Job Summary:

Job Duties:

Tax Compliance:

Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)
Conducts review of T/R’s and resolves all tax issues with client; involves specialists where appropriate
Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate
Review of ASC 740-10 (Uncertain Tax Positions) workpapers and disclosure for audited financial statements
Plans and reviews the tax process and the procedures to be performed to include:
- Budgeting and staffing
- Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
- Timely billing including management of identified out-of-scope activity and communication to client
- Timely collection of A/R
- Manages client relationships/expectations in accordance with the project
- Provides advice to clients in a timely manner

Research:

Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Applies most Firm and professional standards for preparation of WTA and tax returns
Involves firm specialists, as appropriate

Tax Consulting:

Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes
Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions
Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client
Frames projects and issues for effective delegation to seniors and associates
Serves as a technical resource to peers within the region
Manages written or phone inquiries from federal and state agencies with little or no assistance
Frames projects and issues for effective delegation to seniors and associates
Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”)

Strategy Development:

Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing nonprofit tax benefits
Reviews studies of tax implications and offers clients alternative courses of action
Researches and implements nonprofit tax strategies, including experimentation with promising new strategies and ideas
Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods

Supervisory Responsibilities:

Supervises associates and senior associates on all projects
Reviews work prepared by associates and senior associates and provide review comments
Trains Associates and Seniors how to use all current software tools
Acts as a Career Advisor to associates and senior associates
Schedules and manages workload of associates and senior associates
Provides verbal and written performance feedback to associates and senior associates

Qualifications, Knowledge, Skills and Abilities:

Education:

Masters in Accountancy or Taxation preferred

Experience:

License/Certifications:

Possession of other professional degrees or certifications applicable to role preferred

Software:

Proficient with the Microsoft Office Suite preferred
Experience with tax research databases and tax compliance process software preferred

Other Knowledge, Skills & Abilities:

Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Capacity to work well in a team environment
Capable of developing and managing a team of tax professionals
Ability to compose written tax advice
Capable of effectively developing and maintaining client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

New York City/ Valhalla Range: $110,000 - $150,000

BDO USA%2C LLP jobs

Tax Manager, Nonprofit

Tax Manager, Nonprofit